Other · DOL Form 5500 · 2023

The University of Redlands Retirement Plan

Data updated 2026-08-25

$216M
Total assets Near avg plan size
887
Participants Near avg headcount
95th
Percentile by assets National rank
$244,046
Avg per participant Above avg balance/head
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Official DOL plan name: University of Redlands Retirement Plan · Sponsored by The University of Redlands · California · Educational Services

$216M in assets, 887 participants

The University of Redlands's University of Redlands Retirement Plan reported $216M in total assets and 887 participants in its 2023 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,431 in Educational Services (3,735 peers)

Where University of Redlands Retirement Plan sits by assets

University of Redlands Retirement Plan sits in the top 5% of all filed plans by assets, $216M for 887 participants (~$244,046/participant), up 6.9% in 2023.

#3,431
in Educational Services (3,735 peers)
+6.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

University of Redlands Retirement Plan's outsized position by total assets

University of Redlands Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$216,468,910 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

University of Redlands Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Redlands Retirement Plan sits mid-pack in the medium band (887 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Redlands Retirement Plan end-of-year assets rose from $203M in the plan year 2022 filing to $216M in the plan year 2023 filing.
  • University of Redlands Retirement Plan reported participants fell from 915 in the plan year 2022 filing to 887 in the plan year 2023 filing.
  • University of Redlands Retirement Plan reported net income fell from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951643389 · The University of Redlands PY 2023 · Other

University of Redlands Retirement Plan · $216M · 887 · 95th

  • BOY $216M
  • BOY 887
  • BOY 95th
  • BOY Other
  • BOY near Pacific University Section 403(b) Plan
  • BOY ind #3431

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in California →

University of Redlands Retirement Plan in the asset neighbourhood

The Metropolitan Opera Retirement Savings PlanThe Metropolitan Opera Retir…$217MQuinnipiac University Tax Deferred Annuity PlanQuinnipiac University Tax De…$217MPacific University Section 403(b) PlanPacific University Section 4…$217MUniversity of Redlands Retirement PlanUniversity of Redlands Retir…$216MDrew University Defined Contribution and Tax Deferred PlanDrew University Defined Cont…$216M
End-of-year total assets ($M) among University of Redlands Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$216M
Net Income$14M
Employer EIN951643389
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The University of Redlands)

Sponsor-wide plan assets over time

All The University of Redlands plans reported in each filing year

Latest sponsor-wide plan assets
$234M 15.48593702463964% vs 2022
2024 filing year
$190M$200M$210M$220M$230M$240M 202220232024 $203M $234M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 915 $203M
2023 1 887 $216M
2024 1 751 $234M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

University of Redlands Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants University of Redlands Retirement Plan, Total assets ($B): 0.21646891 · Participants: 887University of Redlands Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
University of Redlands Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare University of Redlands Retirement Plan side-by-side with 3 peers →

University of Redlands Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Pacific University Section 403(b) Plan in OR ($217M); by covered participants it is Manhattan School of Music Retirement Savings Plan in NY (888 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (887 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Redlands Retirement Plan assets move in 2023? ▼
University of Redlands Retirement Plan grew at a solid clip - up 6.9% during 2023, from $203M to $216M. Reported net income was $14M.
How have The University of Redlands plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The University of Redlands's sponsor-wide assets grew 15.5%, from $203M to $234M.
Where does University of Redlands Retirement Plan rank by assets among Form 5500 filers? ▼
University of Redlands Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to University of Redlands Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Pacific University Section 403(b) Plan in OR ($217M, 1,571 participants).
Which Other plans cover a similar participant headcount to University of Redlands Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Manhattan School of Music Retirement Savings Plan in NY (888 participants, $55M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951643389.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.